Rebecca Records

Rebecca Records joined HUB Retirement and Wealth Management in September 2025 as a Director of Retirement Plan Services. In her role, she serves as an Advisor for HUB’s Retirement Plans and focuses on building strong partnerships with key business leaders, members of the recordkeeping community, and investment providers.

With more than 20 years of experience in the financial services industry, Rebecca brings a deep understanding of retirement plans, fiduciary responsibilities, employee engagement strategies, and the regulatory landscape. She is committed to understanding the unique goals of each client she partners with and tailoring solutions to meet their needs. Her passion is rooted in helping employees pursue financial freedom in retirement.

Prior to joining HUB, Rebecca led the 401(k) Retirement Plan Division at Capital Wealth Management for more than 16 years. She earned her B.A. from Eastern Connecticut State University. Rebecca holds her Series 7 securities registrations through LPL Financial, her Series 66 registration through both LPL Financial and Global Retirement Partners, LLC.

Outside the office, Rebecca stays busy with her two boys. She enjoys cooking, traveling, and spending quality time with family and friends.